Position in MSFT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$426,708,655
-$128,947,511 QoQ
Shares Held
1,152,737
+0.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
31.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$8,921,097
PutShares
24,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026DDD Partners, LLC holds $428,926,208 across 6 Software - Infrastructure names. MSFT ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,152,737 | $426,708,655 | |
| 2 | ORCL |
Oracle Corp
|
8,669 | $1,275,296 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,051 | $592,580 | |
| 4 | NN |
Nextnav Inc.
|
16,870 | $270,257 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
740 | $72,225 | |
| 6 | CSAI |
Cloudastructure, Inc.
|
11,834 | $7,195 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,708,655 | 1,152,737 | Shares | Sole | 2026-04-28 | |
| 2026-03-31 | $8,921,097 | 24,100 | Put | Sole | 2026-04-28 | |
| 2025-12-31 | $555,656,166 | 1,148,952 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $592,346,266 | 1,143,636 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $90,491,314 | 181,925 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $50,969,703 | 135,778 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $57,360,249 | 136,086 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $64,216,681 | 149,237 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,811,212 | 169,619 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $51,983,742 | 123,559 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,561,664 | 105,206 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $33,380,142 | 105,717 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $39,366,764 | 115,601 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $34,201,317 | 118,631 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,672,738 | 127,899 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,204,117 | 116,806 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $31,402,090 | 122,268 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $37,547,533 | 121,785 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $44,164,197 | 131,316 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $37,310,702 | 132,345 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,247,069 | 130,111 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $32,602,275 | 138,280 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $31,476,655 | 141,519 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $28,929,419 | 137,543 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $26,000,234 | 127,759 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,721,043 | 131,387 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||